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Phillip Kelly
Director, Investment management, CFA

Philip Kelly

Investment management

Areas of expertise

Charities, Private Clients, Defined Benefit Pension Schemes


Philip’s primary role is to manage portfolios for private clients and institutional charities. Alongside this he is also one of the firm’s equity analysts, talking the lead on the firm’s coverage of the technology sector. Philip holds a Double First in History from the University of Cambridge and is a CFA Charterholder, passing all levels in the top 10% of candidates. He joined Evelyn in 2015 on the graduate scheme.

Professional qualifications/memberships

  • University of Cambridge (2015), Double First in history
  • Chartered Wealth Manager Qualification (2016)
  • CFA Charterholder (2019), all levels passed in top 10% of candidates

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